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LSOFX LS Opportunity

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Fund LSOFX LS Opportunity SWHEX Schwab Hedged Equity  
100% 87%
Annual Fees
(1.95% Exp. Ratio)
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.88% annual return
$17,362.99 $20,977.34
Est. savings over 30 yrs +$3,614.35
As of 12/31/16
1 YR RETURN 12.67%
3 YR 2.50%
5 YR 7.51%
10 YR --
1 YR RETURN 13.61%
3 YR 7.72%
5 YR 9.11%
10 YR 4.33%
The investment seeks to generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less net exposure than that of the stock market in general. The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. It may also hold positions in foreign securities.
The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. To pursue its investment objective, the fund establishes long and short positions in equity securities issued by U.S. companies. It will invest at least 80% of its net assets in equity securities issued by U.S. companies; typically, the actual percentage will be higher. The fund typically purchases or sells short stocks of companies that have market capitalizations of $1 billion or more at the time the stock is purchased or sold short.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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